Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Total 13F shares
-
3,441,480
-
Share change
-
+325,262
-
Total reported value
-
$126,137,628
-
Price per share
-
$36.66
-
Number of holders
-
58
-
Value change
-
+$12,227,804
-
Number of buys
-
34
-
Number of sells
-
21
Institutional Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q4 2022
As of 31 Dec 2022,
SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) was held by
58 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,441,480 shares.
The largest 10 holders included
Integrated Wealth Concepts LLC, Bank of Italy, LPL Financial LLC, Baltimore-Washington Financial Advisors, Inc., Koss-Olinger Consulting, LLC, FLAGSHIP HARBOR ADVISORS, LLC, PFS INVESTMENTS INC., RETIREMENT CAPITAL STRATEGIES, Gradient Investments LLC, and Blue Edge Capital, LLC.
This page lists
58
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.